Hartford Financial Management Inc. - ISHARES TR ownership

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ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 953 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Hartford Financial Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,841
-5.0%
1100.0%0.00%0.0%
Q2 2023$12,463
-3.3%
1100.0%0.00%0.0%
Q1 2023$12,890
-2.8%
1100.0%0.00%
-25.0%
Q4 2022$13,266
+10.6%
1100.0%0.00%0.0%
Q3 2022$12,000
-7.7%
1100.0%0.00%0.0%
Q2 2022$13,000
-7.1%
1100.0%0.00%
+33.3%
Q1 2022$14,000
+7.7%
1100.0%0.00%0.0%
Q4 2021$13,0000.0%1100.0%0.00%0.0%
Q3 2021$13,0000.0%1100.0%0.00%0.0%
Q2 2021$13,0000.0%1100.0%0.00%0.0%
Q1 2021$13,000
+18.2%
1100.0%0.00%0.0%
Q4 2020$11,000
+22.2%
1100.0%0.00%0.0%
Q3 2020$9,0000.0%1100.0%0.00%0.0%
Q2 2020$9,000
+12.5%
1100.0%0.00%0.0%
Q1 2020$8,000
-33.3%
1100.0%0.00%
-25.0%
Q4 2019$12,000
+9.1%
1100.0%0.00%0.0%
Q3 2019$11,0000.0%1100.0%0.00%0.0%
Q2 2019$11,0000.0%1100.0%0.00%0.0%
Q1 2019$11,000
+10.0%
1100.0%0.00%0.0%
Q4 2018$10,000
-9.1%
1100.0%0.00%0.0%
Q3 2018$11,0000.0%1100.0%0.00%0.0%
Q2 2018$11,000
+10.0%
1100.0%0.00%
-33.3%
Q1 2017$10,000–110–0.01%–
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Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Northside Capital Management, LLC 681,257$73,330,56916.92%
Corundum Trust Company, INC 22,774$2,448,8887.32%
Ellis Investment Partners, LLC 233,646$25,149,6606.47%
Powell Investment Advisors, LLC 91,875$10,023,9396.02%
REDMONT WEALTH ADVISORS LLC 30,220$3,252,8815.71%
Wealth Quarterback LLC 53,526$5,761,5434.98%
Gunma Bank,Ltd. 62,500$6,7284.90%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 196,155$21,113,9824.82%
Arcus Capital Partners, LLC 136,746$14,722,2894.52%
Pinnacle Financial Group, LLC / IL 54,528$5,869,4133.49%
View complete list of ISHARES TR shareholders